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Viewing authorizations for case type flows and flow actions in a single access group

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Access Manager displays all flows and flow actions defined for each case type in the selected application or applications. This view allows you to review the authorization settings for flows and flow actions.

To manage case types on the Work & Process tab of Access Manager, you must be logged in as an operator associated with an access group that contains the PegaRULES:SecurityAdministrator or PegaRULES:BasicSecurityAdministrator role.

You can see the following information:

  • Operators in this role have full access to this process flow, or flow action in the case type.
  • Operators in this role have no access to this process flow, or flow action in the case type.
  • Some combination of conditional and possibly no access to this process flow, or flow action among operators in the access group.
To view the authorizations for flows and flow actions in a case type in a single access group, complete the following steps:
  1. In the header of Dev Studio, click Configure Org & Security Access Manager Work & Process .

  2. Click Application.

  3. Select or clear any applications that you want to view.

  4. Click Apply.

  5. Select an access group from the Access Group list.

  6. Expand a case type to view authorizations for each user operation in the case type.

  7. Click Process Flows or Flow Actions to expand the list.

  8. To generate a PDF file that shows all the authorizations for each user operation in the case type, click Export authorizations.

  • Access Manager

    Use Access Manager to view and determine what authorization operators have for accessing case types, data, and tools in an application.

  • Configuring case type access

    The Access Manager Work & Process tab provides information about the authorizations to operations in the application that users have, based on case types (work classes) in the application. Use Access Manager to configure the actions that access groups can do with case types.

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